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Clark Capital Management Group’s Liberty All-Star Equity Fund USA Stock Holding History

Clark Capital Management Group’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,564
Closed -$51K – 341
2020
Q1 		$51K Buy
10,564
+510
+5% +$3.15K ﹤0.01% 277
2019
Q4 		$68K Hold
10,054
– – ﹤0.01% 308
2019
Q3 		$64K Buy
+10,054
New +$63.5K ﹤0.01% 297

Other funds holding USA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clark Capital Management Group's USA Position: Q2 2020 in Review

Clark Capital Management Group sold out of Liberty All-Star Equity Fund (USA) in Q2 2020, closing a stake of 10,564 shares — an estimated $51K sold.

Clark Capital Management Group first reported a position in USA in Q3 2019 and held it in 3 quarters. The position peaked at $68K in Q4 2019. 127 funds tracked by Wall St. Rank hold USA as of Q2 2020.

  • Clark Capital Management Group reported no remaining Liberty All-Star Equity Fund position as of Q2 2020 after selling out during the quarter.
  • Clark Capital Management Group sold 10,564 Liberty All-Star Equity Fund shares in Q2 2020, an estimated $51K.
  • Clark Capital Management Group first reported a position in Liberty All-Star Equity Fund in Q3 2019 and held it in 3 quarters.
  • Clark Capital Management Group's Liberty All-Star Equity Fund position peaked at $68K in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2020.

Based on Clark Capital Management Group's 13F filing for Q2 2020, filed 14 Aug 2020.